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Sign In(1) Banks are like a box of chocolates. (2) US banks are less leveraged, but still exposed. (3) Analysts still cutting their 2012 estimates for Financials. (4) Delinquencies edge higher. (5) Rising risk of strategic defaults by rich folks. (6) The “shadow” over home prices. (7) FHA is stressed, while Fannie and Freddie continue to need federal handouts. (8) There’s risk abroad too. (9) Do banks matter? (10) Still underweighting Financials.
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